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Strategic Wealth Management Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Strategic Wealth Management Group’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$328K Hold
4,696
– – 0.12% 93
2021
Q1 		$294K Hold
4,696
– – 0.11% 105
2020
Q4 		$291K Sell
4,696
-648
-12% -$37.9K 0.13% 93
2020
Q3 		$298K Buy
+5,344
New +$289K 0.14% 84

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Management Group's VONG Position: Q2 2021 in Review

Strategic Wealth Management Group held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2021 at 4,696 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #93.

Strategic Wealth Management Group first reported a position in VONG in Q3 2020 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold VONG as of Q2 2021.

  • Strategic Wealth Management Group held 4,696 shares of Vanguard Russell 1000 Growth ETF worth $328K as of Q2 2021.
  • Strategic Wealth Management Group left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2021.
  • Vanguard Russell 1000 Growth ETF made up 0.12% of Strategic Wealth Management Group's portfolio in Q2 2021, its #93 holding.
  • Strategic Wealth Management Group first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2020 and has held it in 4 quarters since.
  • 271 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.